Using your Sage 200 integration

Send a Gold-Vision account to SAGE You can configure the alert conditions that trigger when an account is pushed into SAGE. In the example below, there is an alert that...

Using the QuickBooks Online integration

1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...

Configure Dynamics NAV Integration

...actions in Gold-Vision. Close modal Edit Mappings In order to sync field data between Gold-Vision and Dynamics NAV select edit mappings Close modal Edit Alerts Alerts are created so you...

User Configuration

...to certain areas such as Lead Management and Touch Points. If you need the users to be available on lists, such as Account Manger, or to invite to an appointment,...

Campaigns & Connect

Design

Integrations Pricing

...DocuSign See DocuSign Pricing SharePoint See SharePoint Pricing Office 365 Contact Sync See Office 365 pricing Loqate – Address Lookup Sign up for a free Trial Google Analytics Get a...

Web Form Integration

...Endpoint Click to add Pages and select to add Data Endpoints Close modal Close modal Close modal Assign a Lead List Select your lead list which you would like new...

Creating & Using Notes

...you have a portal set-up. The note will appear in the portal once it has been saved. Send Alert – tick this box if you would like to send an...

Using your Sage 50 Integration

Send a Gold-Vision account to SAGE Pushing a Gold-Vision Account to Sage is based on the alert conditions which have been defined in the Configuration, click here to find out...